Review project hours with 7shifts staffing context
See where logged work and staffing reality diverge before invoicing or planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Hours
Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.
Why this helps
Hours are hard to interpret when project tracking and staffing data are reviewed separately.
- Spot unusual hour patterns
- Improve billing readiness
- Support better staffing decisions
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Clientary in Notis once.
- 2Create an automation that reviews Clientary project hours against the supplied 7shifts staffing context and reports exceptions.
- 3Pick a recurring cron schedule.
- 4Choose the report channel and test with one project period.
Questions about this workflow
Does it edit hour entries?
No. This workflow reviews and reports unless you instruct it to use an update action.
What baseline should I provide?
Include the staffing expectation or comparison rule you want Notis to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Clientary. A trigger fires from one place; an action lands in another.
7shifts triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
7shifts and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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